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Overview

RingCentral allows users to forward all company calls, individual extension calls, or calls on a specific schedule. This comprehensive guide covers all different forwarding options based on your business needs. Configure your RingCentral account to seamlessly route calls to your Recepta.ai voice agent.

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Getting Your Recepta.ai Phone Number

First, you’ll need to obtain your dedicated Recepta.ai phone number to use as your forwarding destination.
1

Access Your Dashboard

Navigate to your Recepta.ai dashboard at https://recepta.ai/dashboard
2

Locate Your Phone Number

Your Recepta.ai phone number will be displayed in the dashboard. Copy this number as you’ll need it for RingCentral configuration.Recepta.ai Phone Number Location
3

Complete Agent Setup

Ensure you have completed setting up your AI voice agent configuration before forwarding calls.
Keep this number handy - you’ll be entering it into RingCentral’s forwarding settings in the next steps.

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Forwarding Options

RingCentral offers three main forwarding scenarios. Choose the one that best fits your business needs:

Individual Extension

Forward calls from a specific extension to Recepta.ai

All Company Calls

Forward all incoming company calls to Recepta.ai

After-Hours Only

Forward calls outside business hours to Recepta.ai

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Method 1: Forwarding Individual Extension Calls

Forward calls from a specific extension to your Recepta.ai voice agent.
1

Access RingCentral Instructions

RingCentral’s interface has evolved over time. For the most up-to-date instructions, visit:RingCentral: Forward All Calls Feature
2

Enable Call Forwarding

Follow RingCentral’s instructions to enable the “Forward all calls” feature for your extension.
3

Enter Recepta.ai Number

When prompted for the forwarding destination, enter your Recepta.ai phone number (from your dashboard).
4

Save and Test

Save your configuration and make a test call to verify it’s working correctly.

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Use Cases for Extension Forwarding

Forward your sales line to Recepta.ai to:
  • Qualify leads 24/7
  • Schedule appointments automatically
  • Collect contact information
  • Answer common questions
Route support calls through Recepta.ai to:
  • Provide instant responses to FAQs
  • Escalate urgent issues appropriately
  • Collect issue details before human handoff
  • Offer 24/7 basic support
Use Recepta.ai as your main receptionist to:
  • Answer and route all incoming calls
  • Provide company information
  • Transfer calls to appropriate departments
  • Handle calls during peak times

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Method 2: Forwarding All Company Calls

Forward all incoming calls across your entire company to Recepta.ai.
1

Access Admin Portal

Visit RingCentral’s company-wide forwarding guide:RingCentral: Forward All Company Calls
2

Configure Company Forwarding

Follow RingCentral’s instructions to enable company-wide call forwarding.
This requires admin permissions in RingCentral.
3

Set Recepta.ai as Destination

Enter your Recepta.ai phone number as the forwarding destination for all company calls.
4

Verify and Activate

Review your settings carefully, then activate company-wide forwarding.
Company-wide forwarding affects all extensions. Ensure your team is aware of this change before implementation.

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Method 3: Forwarding After-Hours Calls

Configure RingCentral to forward calls to Recepta.ai only outside your business hours.
1

Access After-Hours Settings

Visit RingCentral’s after-hours rules guide:RingCentral: After-Hours Rules
2

Configure Business Hours

Set your business hours schedule in RingCentral (e.g., Mon-Fri 9am-5pm)
3

Set After-Hours Action

Choose “Forward to external number” as the after-hours action
4

Enter Recepta.ai Number

Input your Recepta.ai phone number as the forwarding destination
5

Save Configuration

Save your after-hours rules and test by calling outside business hours

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After-Hours Routing Strategies

Full After-Hours Coverage

Route all after-hours calls to Recepta.ai for complete 24/7 coverage

Hybrid Approach

Ring your cell phone briefly (5-8 seconds), then forward to Recepta.ai as backup

Selective Routing

Route specific types of calls to Recepta.ai while handling others differently

Holiday Coverage

Configure special routing for holidays and special occasions

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Important Setup Tips

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Ring Time Configuration

Critical: Do not allow more than 10 seconds ring time before forwarding to Recepta.ai.Many callers will hang up if they wait too long, defeating the purpose of having AI coverage.
If you choose to ring your personal cell phone before falling back to Recepta.ai:
  1. Maximum Ring Time: 5-8 seconds (10 seconds absolute maximum)
  2. Ring Mode: Choose “Sequentially”, NOT “Simultaneously”
  3. Fallback: Ensure Recepta.ai is the fallback destination

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Preventing Infinite Call Loops

Avoid Infinite Loops: If your Recepta.ai agent has you as a transfer destination, the transfer number must be different from your main RingCentral number.
Safe Configuration Example:
  • Main RingCentral Number: Forwards to Recepta.ai → ✅ Correct
  • AI Agent Transfer Destination: Your direct cell phone → ✅ Correct
  • ❌ WRONG: AI transfers back to main RingCentral number (creates loop)

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Sequential vs. Simultaneous Ringing

Sequential (Recommended)

Use When: You want team → AI fallbackPhones ring one after another. AI picks up only if team doesn’t answer.

Simultaneous

Use When: You want instant pickupAll destinations ring at once. First to answer gets the call.

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Advanced Configuration

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Multi-Level Routing

Create sophisticated routing rules:
1

Primary Reception

Ring main reception desk for 5 seconds
2

Team Queue

If unanswered, ring team queue for 5 seconds
3

AI Fallback

Finally forward to Recepta.ai to ensure no calls are missed

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Department-Specific Routing

Configure different AI agents for different departments:
  • Forward to sales-optimized AI agent
  • Configure for lead qualification
  • Automatic appointment scheduling
  • CRM integration for lead capture
  • Route to support-trained AI agent
  • FAQ knowledge base integration
  • Ticket creation for complex issues
  • Escalation rules for urgent problems
  • Forward to general-purpose AI agent
  • Company information and directions
  • Department routing
  • Basic question answering

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Testing Your Configuration

Thorough testing ensures your setup works correctly in all scenarios:
1

Test During Business Hours

Call during business hours to verify normal routing works
2

Test After Hours

Call outside business hours to confirm after-hours routing
3

Test Sequential Fallback

If using sequential routing, verify calls properly fall back to AI
4

Test Call Transfers

Verify AI agent transfers work without creating loops
5

Test All Extensions

If forwarding multiple extensions, test each one individually
6

Review Call Logs

Check logs in both RingCentral and Recepta.ai dashboards

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Troubleshooting

Diagnostic Steps:
  • Verify correct Recepta.ai phone number is entered in RingCentral
  • Check that call forwarding is enabled and active
  • Ensure your Recepta.ai agent is configured and active
  • Review RingCentral’s call flow settings
  • Check for any conflicting routing rules
  • Make test call and review logs in both systems
Common Causes:
  • Typo in Recepta.ai phone number
  • Forwarding disabled or expired
  • Conflicting call handling rules
  • AI agent not active
Solutions:
  • Reduce ring time before forwarding (max 10 seconds)
  • Ensure Recepta.ai is set as forwarding destination
  • Disable or extend voicemail delay
  • Check that forwarding is enabled
  • Verify no conflicting rules override forwarding
Best Practice: Set ring time to 5-8 seconds to ensure AI pickup before voicemail
Solutions:
  • Use different phone numbers for transfers
  • Never forward RingCentral number to itself
  • Configure AI transfers to direct lines (cell/desk phones)
  • Review complete call flow logic
  • Document your routing to avoid loops
Example Safe Setup:
Caller → RingCentral Main → Recepta.ai → Transfer to Cell Phone
(Each step uses a different number)
Solutions:
  • Verify business hours schedule is correct
  • Check timezone settings in RingCentral
  • Ensure both business hours and after-hours rules exist
  • Test during transition times (opening/closing)
  • Review holiday calendar settings
Tip: Test immediately before/after your business hours transition to catch edge cases
Solutions:
  • Check if using company-wide vs. extension-specific forwarding
  • Verify all desired extensions have forwarding enabled
  • Review call queue settings
  • Check for department-specific rules
  • Ensure no VIP caller rules override forwarding
Note: RingCentral’s rules are hierarchical - specific rules can override general ones

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Monitoring and Analytics

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Tracking Performance

RingCentral Analytics

Monitor call volume, routing patterns, and forwarding statistics

Recepta.ai Dashboard

Track AI performance, conversation quality, and outcomes

Call Logs

Review detailed logs from both systems to identify issues

Quality Metrics

Measure customer satisfaction and agent performance

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Key Metrics to Monitor

  • Call Answer Rate: Percentage of calls successfully handled
  • Average Wait Time: Time before AI picks up
  • Transfer Rate: How often AI transfers to humans
  • Call Duration: Length of AI conversations
  • Customer Satisfaction: Ratings and feedback
  • Cost Savings: Compare to previous solution

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Optimization Tips

Minimize Wait Time

Keep ring times under 10 seconds to reduce caller drop-off

Use Sequential Routing

Prevent multiple systems from answering simultaneously

Configure Holidays

Set up special routing for holidays and special events

Regular Testing

Test your setup monthly to catch configuration drift

Update AI Knowledge

Keep your AI agent’s knowledge base current

Monitor Analytics

Review performance weekly to identify issues early

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Next Steps

Configure Your Agent

Customize your AI agent’s responses and behavior

Set Up Transfers

Configure call transfer destinations and rules

Add Knowledge Base

Train your AI agent with company-specific information

View Analytics

Monitor performance and optimize call handling

Call Management

Learn advanced call management features

Integration Setup

Connect Recepta.ai with your other business tools

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Need Help?

RingCentral Support

Visit RingCentral’s support for platform-specific questions

Schedule Demo

Book a personalized walkthrough with our team

Documentation

Browse our comprehensive documentation

Community Forum

Join discussions and share best practices

Video Tutorials

Watch step-by-step setup videos